Create a correspondence

To see how a user with the proper credentials can modify a correspondence, perform the following tasks:

  1. Open the Manage Assets user interface. If you have installed the solution and sample users, access it from http://<server>:<port>/lc/cm/manageassets.html. Log in using grios as your user name and password as your password.

  2. In the Manage Assets screen, in the Search box type subrogation and hit enter.

  3. Select ClaimSubrogation and Select Preview > With Test Data.

  4. The Letter Content window opens. There are two views: data and content. If there are no data elements, placeholder variables and layout fields, then the letter directly opens in the content view.

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    Claim Subrogation Content

    Clicking a content area such as letterDetails, policyDetails expands the content area and reveals all the mandatory and optional items associated with that content area. Clicking an item highlights the corresponding content in the preview.

  5. In the Focus Area pane, select policyConditions, and from the drop-down list click the checkbox next to ClaimSubrogation_ConditionForCoverageF. Notice the sentence “Subrogation does not apply to Coverage F or Paragraph C. Damage to Property of Others under Section II - Additional Coverages. “ has been added to the document.

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    ClaimSubrogation_ConditionForCoverageF
  6. In the Focus Area pane, select claimRecovery, then from the drop-down list click the checkbox next to ClaimSubrogation_Scenario1ApproxRecovery. Notice the Content Preview/Edit pane now contains a new Enter the Amount text field.

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    ClaimSubrogation_Scenario1ApproxRecovery
  7. In the Content Preview/Edit pane, enter 5977 in the Enter the Amount text field and hit Enter. Notice the correspondence has been updated replacing the variable placeholder ${*Amount*} with $5977.

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    Updated Amount in Letter
  8. When completed, click Close.

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